In the following lesson, you will open the InEight cloud platform to explore the layout and start to navigate around the application. You will access InEight through your web browser, using the link provided by your manager or facilitator.
This takes you to the All projects & organizations page, where you can select any project you are associated with.
If your project is not displayed on the initial screen, you can search by selecting the magnifying glass icon in the top right corner. This search function will search all terms in all columns.
When you select a project, it takes you to the Project home landing page.
From here, you can navigate to InEight Control.
Navigate the InEight Control Workspaces Page
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On the Project home screen, select Control > Workspaces.
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This brings you to the Workspaces page within the Control application
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|
Title |
Description |
|
|---|---|---|
|
1 |
Home Menu |
Returns to the Organization or Project home landing page |
|
2 |
First Level Menu |
Select an organization or project, along with other master data libraries, suite administration, and other settings, depending on your role and access. |
|
3 |
Second Level Menu |
Select what application you want to use (Control, Plan, etc.), as well as other project settings. |
|
4 |
Third Level Menu |
Navigate to separate individual modules inside each application (e.g., Contract > Bid packages, Plan > Quantity tracking). Options in this menu change based on what application you are currently using. |
|
5 |
Notifications |
View notifications. |
|
6 |
User Profile |
User profile and log out. |
|
7 |
Actions Menu |
Select available actions for the current register tab you are viewing. |
|
8 |
Left Toolbar |
Contains 3 main buttons used most commonly throughout the suite. In this case, add is used to add cost items, Edit to edit cost items, and delete to remove a cost item from the project. |
|
9 |
Tabs |
Navigate to the CBS (Cost Breakdown Structure), ACS (Account Code Structure), Pay items, Change register and Audit log register pages. |
|
10 |
Viewset Menu |
Display different preset views or create your own viewsets. |
|
11a |
Right Toolbar |
Contains functions for the register page you are currently viewing. (Additional information shown below). |
|
11b |
Side Toolbar |
Contains a filtering, CBS Tree, and sorting option. |
|
12 |
Register content |
Where the page content displays in rows and columns, grouped together in customizable Data Blocks. |
Right Toolbar Overview
The right toolbar allows you to use functions for the register page displayed. The toolbar options will change depending on what tab you have selected (CBS, ACS, Pay Items, Change Register, Audit Log). You will most commonly use the right toolbar for the CBS register page:
|
Icon |
Function |
|
|---|---|---|
|
1 |
Group Columns |
Allows users the ability to group rows of the cost breakdown structure by like information from selected columns. |
|
2 |
Undo |
Undo button to undo changes. |
|
3 |
Display Currency |
Change currency displayed in data blocks. |
|
4 |
Add Data Block |
Add a data block to your register view. |
|
5 |
Import |
Import CBS Data or Actuals from an Excel File. |
|
6 |
Export |
Export your register view to an Excel file. Only the data blocks currently displayed on the page will be exported to the file. |
|
7 |
Row Density |
Adjust the line height at which the register content is displayed. Options are relaxed, narrow, or tight. Allows for more lines to be viewed on the page if desired. |
|
8 |
Find |
Find value in register content by selecting a data block column, selecting either the Begins with or Contains criteria, then entering the value to search for. |
